Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,252 | $82,674-39.2% | $125,381-59.9% | $68,486-26.6% |
| Participation rate | 88.6% | 75.1%+13.5pp | 82.4%+6.2pp | 67.9%+20.7pp |
| Annual return | -20.19% | -5.97%-14.2pp | 572.31%-592.5pp | -7.85%-12.3pp |
| Employer contribution / active EE | $4,653 | $3,382+37.6% | $4,815-3.4% | $2,597+79.2% |
| Participant deferral / active EE | $10,409 | $6,111+70.3% | $7,448+39.8% | $4,028+158.4% |
| Admin fee / account holder | $3,365 | $6,277-46.4% | $10,007-66.4% | $5,404-37.7% |